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CRD 7688068
Arvest Wealth Management CRD 42057
$3.44B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
913 W Monroe Avenue, Lowell, AR 72745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-31 |
| OK | RA | APPROVED | 2023-05-18 |
Branch Locations
824 Se 4Th Street, Moore, OK 73160 • United States
5000 Rogers Ave, Ft Smith, AR 72903 • United States
4600 Se 29Th Street, Del City, OK 73115 • United States
9350 S Western, Oklahoma City, OK 73139 • United States
1900 S Douglas Blvd, Midwest City, OK 73130 • United States
3120 S Western Avenue, Oklahoma City, OK 73109 • United States
3900 N. Lincoln Blvd, Oklahoma City, OK 73105 • United States
201 North Broadway, Shawnee, OK 74801 • United States
4500 N Harrison, Shawnee, OK 74804 • United States
201 Robert S. Kerr Avenue, Suite 100, Oklahoma City, OK 73102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riverfield Country Day School | Tulsa | OK | 04/2016 | 09/2016 |
| Oral Roberts University | Tulsa | OK | 09/2016 | 05/2017 |
| Riverfield Country Day School | Tulsa | OK | 05/2017 | 02/2018 |
| Tulsa County | Tulsa | OK | 02/2018 | 10/2019 |
| Staples | Tusla | OK | 11/2019 | 04/2021 |
| Unemployed | Tulsa | OK | 05/2021 | 09/2021 |
| Arvest Bank | Tulsa | OK | 10/2021 | 01/2023 |
| Arvest Wealth Management | Tulsa | OK | 01/2023 | 08/2024 |
| Arvest Bank | Tulsa | OK | 01/2023 | 08/2024 |
| Arvest Bank | Broken Arrow | OK | 08/2024 | 01/2025 |
| Arvest Wealth Management | Broken Arrow | OK | 08/2024 | 01/2025 |
| Arvest Wealth Management | Oklahoma City | OK | 01/2025 | Present |
| Arvest Bank | Oklahoma City | OK | 01/2025 | Present |
Dually employed by Arvest Bank, located in Oklahoma City, OK. I split my time 25%/75% between Arvest Bank and Arvest Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-20 |
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